Equitable
Wealth Management Associate - NJ, Secaucus (3937)
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Job Description
- Req#: 2000049G
Employer Industry: Wealth Management Firm
Why consider this job opportunity:
- Flexible work-life balance to support your authentic self
- Sponsored pursuit of FINRA licensing and state licensing requirements
- Opportunity for career advancement through management and leadership development programs
- Access to a comprehensive benefits package including health, dental, and vision coverage
- Chance to earn professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC)
- Engage in community impact initiatives like “1,000 Hours of Giving Back” and annual scholarships
What to Expect (Job Responsibilities):
- Build and maintain client relationships to understand their financial needs and goals
- Participate in training programs to become proficient in financial products and market development
- Collaborate with team members on joint-work opportunities for hands-on experience
- Navigate the FINRA licensing process and fulfill state licensing requirements
- Contribute to the execution of the employer's financial strategies and customer experience initiatives
What is Required (Qualifications):
- Demonstrated patterns of success in previous roles or educational background
- Entrepreneurial mindset with a desire to network and build relationships
- Commitment to diversity, equity, and inclusion in the workplace
- Ability to engage in community service and social impact initiatives
- Willingness to pursue ongoing education and professional development
How to Stand Out (Preferred Qualifications):
- Experience in financial services or related fields
- Previous participation in community service or engagement activities
- Familiarity with financial planning concepts and products
- Interest in leadership roles or management opportunities
- Background in diverse industries or roles that demonstrate adaptability
#WealthManagement #CareerDevelopment #CommunityEngagement #FlexibleWork #FinancialPlanning
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